Changing a non-stock item into a stock item

To change a non stock item into a Unique Stock item follow the steps below:

1. Click on 'Sales Menu'.
2. Type in your password. Press enter.
3. Click on 'Change Non Stock Item to Stock Item'.
4. Type in the job number associated with the non stock sale, or search for your item from any of the fields. Press tab.
5. Select the sale by highlighting it and then by clicking on the 'Next' Button.
6. Select the item you wish to transfer by highlighting, then select 'Next'.
7. Search for the stock number that you wish to use, highlight the stock number and select 'Finish'.

Note: To change the item back to the non-stock item click on 'Reverse' next to the item.

To view the details of the sale that has been changed, select the sale so it is highlighted and click 'View Sale'. To change another non-stock item into a stock item, click 'Back to Change Non Stock Item to Stock Item' or to return to the 'Main Menu', click 'Swim' in the top left of the screen.

To change a non stock item into a Quantity Stock item there are a few different methods. Quantity stock do not transfer directly from non stock items in the same way a unique stock item would.

Method 1 (preferred): You can add Qty items to sales even if they are at a Qty of 0. Swim can put Qty items into a negative quantity which will of course increase when you get more in. So if you have 0 of a Qty item available, you can still add it to the sale and Swim will adjust the Qty into the negatives as appropriate. When you get more of the item in it will increase the Qty as per the amount you receive in. What this means is you do not need to add a non-stock placeholder to begin with, you can just add the Qty item into the sale and then not worry about the transfer.

Method 2: Add the Qty items as components to the Non-stock items, this will record the item on the sale and update the qty of the item. This is the most recommended solution.

Method 3: Decrease the Qty on hand via a stocktake to represent the used Qty.

Method 4 (unrecommended): Reverse the sale and put through again with the Qty items.

Quick Tip:

When on a  sale on the right hand side under purchase details the non stock item numbers are listed. You can click on these directly to go to the 'Change Non Stock Item to Stock' page.

To watch the video on how to transfer a non stock item to a stock item, click here.